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How the VRGL and BridgeFT Partnership Can Help You Acquire and Retain Clients

Learn how choosing the right partners can help consolidate your tech stack and streamline your workflows during a turbulent market

About The Webinar

Ongoing turbulent markets have sent many clients in pursuit of more hands-on financial guidance. Luckily, for proactive advisors armed with the right technology, now is the perfect time to prove your value proposition to prospects. Our upcoming webinar will do a deep dive into the crucial role of advisor technology during volatile market conditions. You'll walk away with a strong understanding of how to leverage technology to grow your book of business.

During the Webinar We'll Cover:

Open discussion on the current advisor tech landscape and common challenges advisors face
Why and how VRGL accelerates client acquisition and creates a new category for wealth technology
How BridgeFT's direct data integration with VRGL empowers advisors

How leveraging BridgeFT and VRGL together results in better reporting capabilities and client retention

A full demo of VRGL's platform capabilities





Josh Smith is Co-founder and CEO of VRGL. Josh has spent his entire career in software, institutional finance, and investment management. Most recently, Josh co-founded and was CEO of Solovis, Inc., an industry pioneer in multi-asset class analytics for institutional investors. Solovis is the system of record for established institutions, including many of the largest family and multi-family offices throughout the world. Josh successfully led the company from day one to its eventual sale to Nasdaq, Inc. in 2020.  Before Solovis, Josh was an investment banker at RBC Capital Markets and an investment associate for Investure, a $10 billion OCIO in Virginia where he made investment recommendations across public and private assets globally. Josh graduated with highest honors from Georgia Tech and lives with his family in Dallas, TX.

Josh Smith


Register for the Webinar
Date: Thursday, August 18th
Time: 4PM EST
Duration: 45 minutes
Even if you can’t make it, sign up anyway!
We’ll send you the recording.


Dave Hagen


Dave Hagen is the Chief Commercial Officer (CCO) and a member of the Executive Leadership team of BridgeFT. Prior to joining BridgeFT, Dave was the Vice President of Digital Strategy and 3rd Party Integration for Goldman Sachs’ Advisor Solutions business where he led Goldman’s RIA custody platform expansion, strategic partnerships and investments, and support for 3rd party integration offerings which included APIs, SSO, Trading, and Data Delivery. Previously, he was the Vice President of Digital Wealth Solutions at Folio Financial, overseeing all aspects of business management, strategy, and execution for Folio’s Digital Wealth and Investment Solutions business and playing an instrumental role in helping Folio sell their RIA custody business to Goldman Sachs in September 2020.